NoLoad FundX

Historically, growth and value funds have led at different times. Growth led in the late 1980s, and then market leadership rotated to value in the early 1990s and substantially outperformed for over five years. Growth led again in the late 1990s and value funds again led from 2000 to 2003. But recently both growth and […]

We don’t list just any fund in NoLoad FundX. We filter through the 25,915 funds and ETFs available today to arrive at the comprehensive, yet manageable list of funds that are readily available, trade well and don’t have onerous holding periods. Here’s how we do it: 1. Noload funds We focus on noload funds, so […]

A lot has changed since we first started publishing NoLoad FundX in April 1976: noload funds are now common place, and we place trades online rather than through the mail. But our core beliefs about investing remain the same as they were 38 years ago. We still believe that markets change and that these changes […]

April marks 38 years since NoLoad FundX began, and some of our subscribers have been with the newsletter for much of that time. Earlier this year, we touched base with subscribers who have been with NoLoad FundX for at least 20 years, and we asked them what they found compelling about the newsletter. “It makes […]

Today, with stock markets hitting new highs, it can be hard to remember what it was like five years ago in March 2009 as markets were hitting bottom. But here at NoLoad FundX, we don’t have to try to remember what it was like: we have past issues of NoLoad FundX to remind us. And […]

Should investors hold actively managed funds that attempt to outperform the market over time, or should they invest in passively managed index funds, which offer the same return as the market, but can never beat the market? Too often active and passive funds are pitted against each other, leaving investors feeling like they have to […]

Some investors believe that in order to hold a diversified portfolio, they have to hold many areas of the market – large-caps and small-caps, value and growth, and international and domestic markets – regardless of how these areas of the market are performing. But investors don’t have to hold lagging areas of the market in […]

There are socially responsible funds in every risk class in NoLoad FundX – and we cover additional SRI funds online. But not everyone wants to limit themselves to only socially responsible funds. (Some may want to avoid them altogether – one subscriber went so far as to sell top-performing Ariel, ARGFX, after reading that the […]

Thirty-seven years ago, investors couldn’t just go online to find out how their funds were performing. There was no internet or Morningstar, and newspapers reported mutual fund prices, but not returns. NoLoad FundX stepped in to fill that void in 1976, offering individual investors reliable performance data on noload funds, allowing for immediate comparisons. The […]

Our newest video shows you how to make the most of FundX Interactive by using the My Portfolio feature. In this three-minute video, you’ll learn the quick and simple way to keep your portfolio in top ranked funds. With this web-based feature, you can be anywhere in the world with internet access, and know, every […]

We manage our own noload, no transaction-fee mutual funds. For individuals who want professionally managed portfolios that use our active, flexible, objective strategies for no minimum investment.

private client

Since 1969

We manage custom portfolios for clients who want a personal relationship with a portfolio manager and access to our active, flexible, objective strategies. We were among the first to manage portfolios using noload funds.